Institutional Ownership Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW). We have compiled data on the 2,327 institutions that hold shares in the stock, with a total of 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $136 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allen Operations LLC
|
May 07, 2025 Q1 2025 |
440,097
shares
|
$40.6 Million
6.03% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Greenstone Partners & Co., LLC
Larkspur, CA |
May 14, 2025 Q1 2025 |
436,275
shares
|
$40.3 Million
9.07% of portfolio
|
Q1 2025
Added 99.36%
|
|
|
Davis Capital Partners, LLC
Sausalito, CA |
Aug 12, 2022 Q2 2022 |
433,479
shares
|
$40 Million
1.56% of portfolio
|
Q4 2020
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
431,319
shares
|
$39.8 Million
0.09% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
419,318
shares
|
$38.7 Million
0.06% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Czech National Bank
Prague, 2N |
Jul 09, 2025 Q2 2025 |
417,484
shares
|
$38.5 Million
0.3% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
411,686
shares
|
$38 Million
1.55% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Hosking Partners LLP
|
May 12, 2025 Q1 2025 |
409,060
shares
|
$37.8 Million
1.4% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
405,470
shares
|
$37.4 Million
0.07% of portfolio
|
Q1 2025
Added 26.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
399,124
shares
|
$36.8 Million
0.06% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
May 13, 2025 Q1 2025 |
389,708
shares
|
$36 Million
0.19% of portfolio
|
Q1 2025
Added 22.6%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
May 12, 2025 Q1 2025 |
389,701
shares
|
$36 Million
0.24% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
385,388
shares
|
$35.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 40.23%
|
|
|
Pm Capital LTD
|
Oct 19, 2023 Q3 2023 |
382,515
shares
|
$35.3 Million
6.45% of portfolio
|
Q3 2023
Added 73.97%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
380,259
shares
|
$35.1 Million
0.24% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
377,974
shares
|
$34.9 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
376,935
shares
|
$34.8 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
376,425
shares
|
$34.8 Million
0.13% of portfolio
|
Q1 2025
Added 298.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
376,081
shares
|
$34.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
374,453
shares
|
$34.6 Million
0.06% of portfolio
|
Q1 2025
Added 332.19%
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
371,694
shares
|
$34.3 Million
0.52% of portfolio
|
Q1 2025
Added 81.76%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
368,994
shares
|
$34.1 Million
0.41% of portfolio
|
Q1 2025
Added 83.42%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
366,258
shares
|
$33.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Park Presidio Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
363,965
shares
|
$33.6 Million
7.14% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
363,344
shares
|
$33.5 Million
2.38% of portfolio
|
Q4 2024
Added 0.37%
|